Who we serve

Through the power and breadth of Bank of America's resources, we can provide benefit programs to a wide range of industries and companies. With powerful tools, personalized guidance and insights backed by research, we can help empower employees to reach a new level of financial confidence and help you, as an employer, get them there.

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Corporations and institutions

With our deep understanding of how finances connect to all facets of people’s lives, we deliver a human experience that comes from knowing what matters most to people. As our client, we'll take the time to truly get to know you so we can help you address the unique needs and challenges of your company.

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Small businesses

Small business owners have more retirement plan options today than ever before. Implementing a business retirement plan most appropriate to your needs and the needs of your employees can help you prepare for and achieve a more secure retirement.

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We recognize the essential role of dedicated consultants in the retirement and benefit plan industry and look forward to serving as your business resource.

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Women & financial wellness: Beyond the bottom line

Women have come a long way personally, professionally and financially, but there's still considerable work to be done to level the playing field. This report celebrates the progress made, examines the specific financial challenges women face across their lifetimes and offers potential solutions and actions for funding the present and future.

Find out how we can serve you.

Discover how we can help you design a program based on your company's need—no matter the size or scope of your organization.